-9.0%
POET vs LBRT
+115.1%
-124.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.5% | +6.6% | +7.7% |
| 7D | +5.6% | +8.7% | -3.1% | +3.2% |
| 30D | -2.1% | +6.6% | -8.7% | -3.7% |
| 3M | -48.8% | -34.5% | -14.4% | -43.1% |
| 6M | +15.8% | -24.5% | +40.3% | +23.7% |
| YTD | +25.1% | +12.7% | +12.4% | +22.0% |
| 1Y | +50.6% | +94.8% | -44.3% | +29.6% |
| 3Y | +107.9% | +31.9% | +76.0% | +86.3% |
| All | -9.0% | +115.1% | -124.1% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LBRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling